EdgeMarket › What Absher Wealth Management, Llc reported owning

What Absher Wealth Management, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

852.9M

Positions

70

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
MTB
M&T BANK CORP
45.5M5.3%220.0K240.34+24.4%
EMR
EMERSON ELECTRIC CO
42.8M5.0%326.3K157.26+20.1%
ADP
AUTOMATIC DATA PROCESSING INC
42.1M4.9%207.2K280.81-9.1%
PEP
PEPSICO INC
39.8M4.7%256.0K143.48-4.8%
V
VISA INC.
38.3M4.5%126.6K371.04+7.9%
ADI
ANALOG DEVICES INC
37.2M4.4%116.9K373.09+52.4%
MSFT
MICROSOFT CORP
36.5M4.3%98.6K483.24-4.4%
JNJ
JOHNSON & JOHNSON
35.8M4.2%146.3K270.24+51.1%
LECO
LINCOLN ELECTRIC HOLDINGS INC
35.3M4.1%141.7K281.82+18.1%
ABT
ABBOTT LABORATORIES
34.2M4.0%333.1K116.64-11.9%
DE
DEERE & CO
32.0M3.7%56.8K647.47+31.4%
FAST
FASTENAL CO
31.2M3.7%672.9K51.26+3.5%
JPM
JPMORGAN CHASE & CO
30.4M3.6%103.2K351.58+20.3%
WMT
Walmart Inc.
29.2M3.4%235.3K103.70+1.1%
SNA
Snap-on Inc
28.6M3.4%78.8K393.39+21.7%
GOOGL
Alphabet Inc.
27.0M3.2%94.0K344.82+73.0%
NKE
NIKE, Inc.
26.4M3.1%500.6K40.76-46.6%
RL
RALPH LAUREN CORP
26.4M3.1%76.8K372.59+30.2%
AMGN
AMGEN INC
26.4M3.1%74.9K439.33+48.2%
COST
COSTCO WHOLESALE CORP /NEW
25.9M3.0%26.0K947.74-4.7%
BA
BOEING CO
24.7M2.9%124.2K214.20-5.1%
CVX
CHEVRON CORP
24.6M2.9%118.7K205.27+34.0%
SBUX
STARBUCKS CORP
24.5M2.9%273.3K107.08+19.6%
AAPL
Apple Inc.
21.3M2.5%83.8K309.35+36.9%
unmapped CUSIP 08467070220.7M2.4%43.2K
MCD
MCDONALDS CORP
18.6M2.2%60.0K270.95-13.5%
INTU
INTUIT INC.
2.9M0.3%6.8K367.00-47.5%
LOW
LOWES COMPANIES INC
2.8M0.3%11.7K216.09-16.0%
CMI
CUMMINS INC
2.6M0.3%4.8K587.68+48.3%
ZBH
ZIMMER BIOMET HOLDINGS, INC.
2.5M0.3%27.9K100.98-4.5%
PAYC
Paycom Software, Inc.
2.3M0.3%19.3K229.07+0.9%
LULU
lululemon athletica inc.
2.2M0.3%14.7K121.07-38.9%
META
Meta Platforms, Inc.
2.1M0.2%3.6K549.90-26.5%
GOOG
Alphabet Inc.
1.9M0.2%6.6K341.75+70.7%
ACN
Accenture plc
1.9M0.2%9.4K185.28-27.4%
HSY
HERSHEY CO
1.8M0.2%8.9K186.46+2.7%
ADBE
ADOBE INC.
1.7M0.2%6.9K275.30-22.1%
MA
Mastercard Inc
1.5M0.2%2.9K580.63-2.0%
SHEL
Shell plc
1.4M0.2%15.5K93.33+29.5%
MRK
Merck & Co., Inc.
1.4M0.2%11.8K152.55+80.2%
PSA
Public Storage
1.3M0.2%5.0K322.49+12.4%
KNSL
Kinsale Capital Group, Inc.
1.3M0.1%3.7K383.55-18.1%
MCY
MERCURY GENERAL CORP
1.2M0.1%13.2K105.70+41.2%
WAT
WATERS CORP /DE/
1.1M0.1%3.8K410.70+38.4%
TPR
TAPESTRY, INC.
1.0M0.1%7.4K130.17+31.7%
DIS
Walt Disney Co
989.7K0.1%10.3K107.78-7.9%
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
921.4K0.1%6.7K143.73+1.4%
AME
AMETEK INC/
901.4K0.1%4.2K239.55+30.7%
TXN
TEXAS INSTRUMENTS INC
819.9K0.1%4.2K264.36+31.7%
LMT
LOCKHEED MARTIN CORP
810.5K0.1%1.3K563.57+26.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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